See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,487 | $84,696+21.0% | $75,696+35.4% | $167,490-38.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 12.80% | 199.36%-186.6pp | 104.53%-91.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,055 | $3,230-67.3% | $2,743-61.5% | $4,837-78.2% |
| Participant deferral / active EE | $3,649 | $4,580-20.3% | $3,821-4.5% | $6,341-42.4% |
| Admin fee / account holder | $5,611 | $5,355+4.8% | $3,619+55.0% | $12,309-54.4% |